Trusted Financial Advisors is a firm that serves clients in San Clemente. It provides financial planning, wealth management, investment advice, portfolio management, and retirement planning services. It also offers income tax analysis, business planning, estate plan analysis, and annuity review. Its team has experience in bonds, stocks, corporate cash management, financial analysis, and risk management. Gary Miller, the company's financial advisor, is a CFP with over 30 years of industry experience. He has been featured in The Wall Street Journal, International Herald Tribune, and Barron's Magazine.